Remote Portfolio Management Analyst Jobs
Remote Portfolio Management Analyst jobs are in active demand across the U.S., with remote-first firms, asset managers, and distributed financial services teams regularly posting openings. Employers hiring remotely right now include BlackRock, Fisher Investments, and Fidelity Investments. Find a role that fits below and apply directly.
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RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
- Perform day to day client care coordination for Portfolio Manager(s)and their third-party Financial Advisors and Clients. Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement in scheduling meetings, creating and distributing materials, as well as travel planning and submitting expense reports.
- Manage Client Care team across all portfolio management teams. Responsible for hiring, writing and conducting reviews, and managing performance and development for direct reports.
- Establish goals for all Client Care Team members and manage against those goals to ensure improved and consistent performance standards are met.
- Consult with portfolio management teams regarding challenges with current processes or systems, enhancements, or new functionality.
- Partner with Portfolio Management leadership to ensure high quality end to end service standards.
- May serve as a project manager on various projects by facilitating and coordinating the efforts of others for process enhancements, system changes, and policy and procedure creation / updates.
- Foster and maintains strong relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Ensure service standards are met.
- Identify best practices and implement procedures to support organization goals for growth and streamline operations.
WHAT DO YOU NEED TO SUCCEED
- Bachelor's Degree or equivalent
- 5 years Financial Industry experience, preferably asset management
- 5 years of experience using MS Office
- 3 years of management experience
Additional Qualifications
- Strong organizational and analytical skills
- Industry/business knowledge
- Planning and organization skills
- Excellent verbal and written communication skills
WHAT'S IN IT FOR YOU?
Benefits and Perks
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
- Perform day to day client care coordination for Portfolio Manager(s)and their third-party Financial Advisors and Clients. Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement in scheduling meetings, creating and distributing materials, as well as travel planning and submitting expense reports.
- Manage Client Care team across all portfolio management teams. Responsible for hiring, writing and conducting reviews, and managing performance and development for direct reports.
- Establish goals for all Client Care Team members and manage against those goals to ensure improved and consistent performance standards are met.
- Consult with portfolio management teams regarding challenges with current processes or systems, enhancements, or new functionality.
- Partner with Portfolio Management leadership to ensure high quality end to end service standards.
- May serve as a project manager on various projects by facilitating and coordinating the efforts of others for process enhancements, system changes, and policy and procedure creation / updates.
- Foster and maintains strong relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Ensure service standards are met.
- Identify best practices and implement procedures to support organization goals for growth and streamline operations.
WHAT DO YOU NEED TO SUCCEED
- Bachelor's Degree or equivalent
- 5 years Financial Industry experience, preferably asset management
- 5 years of experience using MS Office
- 3 years of management experience
Additional Qualifications
- Strong organizational and analytical skills
- Industry/business knowledge
- Planning and organization skills
- Excellent verbal and written communication skills
WHAT'S IN IT FOR YOU?
Benefits and Perks
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
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Find JobsRemote Portfolio Management Analyst Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote portfolio management analyst jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in Excel-based financial modeling and portfolio analytics tools
- CFA candidacy or completion of at least CFA Level I
- Experience with Bloomberg Terminal or FactSet for market data and reporting
- Understanding of asset allocation, risk metrics, and performance attribution
- Strong written and verbal communication skills for stakeholder reporting
Tips for Your Remote Portfolio Management Analyst Job Search
Apply early to remote roles that fit
Migrate Mate lists remote portfolio management analyst openings from across the U.S. in one place. Search for roles that match your experience level and sector focus, then apply directly to the ones that fit before competition builds.
Show your async reporting output
Remote employers hiring portfolio management analysts want proof you produce clear written analysis without prompting. Include examples of investment memos, performance summaries, or written portfolio reviews you've authored, even from academic or personal projects.
Name your remote analytics tools explicitly
Portfolio management analyst roles require specific tools. Call out the platforms you've used, whether Bloomberg, Morningstar Direct, FactSet, or Excel-based modeling, so hiring managers can immediately confirm your technical fit for their remote workflow.
Prepare for video-based case interviews
Remote portfolio management analyst interviews frequently include a live analytical exercise over video. Practice walking through portfolio attribution analysis or risk assessment scenarios out loud, clearly enough for someone reading your screen to follow your reasoning in real time.
Remote Portfolio Management Analyst Jobs: Frequently Asked Questions
How do I get a remote portfolio management analyst job?
Remote portfolio management analyst roles go to candidates who demonstrate they can manage data, deadlines, and stakeholder communication without in-person oversight. Remote employers screen for proficiency in portfolio analytics tools, strong written reporting skills, and the ability to synthesize investment data independently. Candidates who highlight async collaboration habits, clear documentation practices, and experience presenting analysis in written formats consistently edge out those who rely on verbal-only communication.
Which companies hire remote portfolio management analysts?
Remote portfolio management analyst roles are posted by BlackRock, Fisher Investments, and Fidelity Investments and others right now, based on current remote listings on Migrate Mate as of September 2026. These include remote-first investment firms, distributed asset management teams, and financial services companies that have built fully virtual operations.
Can you get a remote portfolio management analyst job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one without mentorship on-site. Fintech startups and smaller remote-first asset managers are more likely to hire junior analysts. Candidates can strengthen their case by showing personal investment projects, coursework in financial modeling, or completed simulations that demonstrate analytical output without requiring formal work history.
Do you need a degree for remote portfolio management analyst jobs?
Usually, but not always in the strict sense. Most remote employers expect a bachelor's degree in finance, economics, or a related field, but what they weigh alongside it is demonstrated analytical ability. Candidates who show proficiency in portfolio modeling tools, real results from managing simulated or personal portfolios, and clear written communication can offset gaps when a credential alone would not.
See All 21 Remote Portfolio Management Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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